Income Portfolio
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Income Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,665 for a total return of roughly 76.65%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the Income Portfolio returned 2.79% Year-To-Date and 2.54% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 9.71% |
| Income Portfolio | -0.21% | 2.79% | 2.82% | -7.24% | 1.40% | 2.54% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.47% | 3.10% | 2.05% | -5.27% | 0.94% | 1.32% |
VTI Vanguard Total Stock Market ETF | -5.95% | 2.09% | 0.28% | -9.69% | 8.45% | 11.27% |
IGOV iShares International Treasury Bond ETF | 0.68% | 2.25% | 4.57% | -14.52% | -4.65% | -1.72% |
VEA Vanguard FTSE Developed Markets ETF | -6.42% | 1.76% | 8.84% | -7.18% | 1.97% | 4.59% |
| Returns over 1 year are annualized | ||||||
Dividends
Income Portfolio granted a 2.35% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.35% | 2.11% | 1.75% | 1.83% | 2.38% | 2.59% | 2.35% | 2.52% | 2.54% | 2.98% | 2.97% | 3.65% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Income Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Income Portfolio is 21.20%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.2% | Sep 3, 2021 | 285 | Oct 20, 2022 | — | — | — |
| -10.79% | Mar 9, 2020 | 9 | Mar 19, 2020 | 49 | May 29, 2020 | 58 |
| -5.77% | Feb 10, 2009 | 19 | Mar 9, 2009 | 18 | Apr 2, 2009 | 37 |
| -4.59% | May 9, 2013 | 32 | Jun 24, 2013 | 81 | Oct 17, 2013 | 113 |
| -4.48% | Jan 29, 2018 | 229 | Dec 24, 2018 | 42 | Feb 26, 2019 | 271 |
| -4.44% | Sep 8, 2016 | 70 | Dec 15, 2016 | 104 | May 17, 2017 | 174 |
| -3.65% | Apr 27, 2015 | 186 | Jan 20, 2016 | 40 | Mar 17, 2016 | 226 |
| -3.5% | Oct 31, 2011 | 19 | Nov 25, 2011 | 41 | Jan 26, 2012 | 60 |
| -3.46% | Nov 5, 2010 | 28 | Dec 15, 2010 | 75 | Apr 4, 2011 | 103 |
| -2.97% | Apr 16, 2010 | 36 | Jun 7, 2010 | 26 | Jul 14, 2010 | 62 |
Volatility Chart
Current Income Portfolio volatility is 10.54%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.